GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 6%
298,379
-2,843
2
$60.2M 4.29%
105,330
-471
3
$56.6M 4.04%
162,810
-434
4
$53.8M 3.83%
403,600
-3,020
5
$47.6M 3.4%
396,806
-4,169
6
$45M 3.21%
230,099
+2,817
7
$42.2M 3.01%
261,589
+1,319
8
$40.8M 2.91%
201,314
-811
9
$40M 2.85%
181,434
-1,529
10
$39.5M 2.82%
144,745
+1,644
11
$38.6M 2.75%
897,401
+189
12
$38.3M 2.73%
254,743
-850
13
$37.5M 2.67%
156,376
-375
14
$30.4M 2.17%
606,804
-1,063
15
$29.9M 2.13%
101,883
+254
16
$28.7M 2.04%
528,458
-4,935
17
$27.6M 1.97%
114,444
-91
18
$26.8M 1.91%
36,877
-432
19
$26.5M 1.89%
473,495
+6,701
20
$24.2M 1.72%
125,723
+1,552
21
$23.4M 1.67%
142,260
+3,300
22
$22.4M 1.6%
163,495
-632
23
$19.8M 1.41%
195,392
+16,150
24
$18.6M 1.32%
372,965
+3,350
25
$17.1M 1.22%
403,126
+8,274
1
2 3 4 5